Part-Time Client Experience Specialist

Morgan Stanley; Lubbock (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

Morgan Stanley seeks a Client Service Associate to support relationship management and daily client operations. The role emphasizes accurate processing of client requests, documentation, and secure digital services access for clients.

You will collaborate with Financial Advisors to deliver high-quality client service and maintain compliance with firm policies. Qualified candidates typically hold a high school diploma, with a college degree preferred and relevant industry experience.

Qualifications

• Excellent written and verbal communication
• Strong organizational and administrative abilities
• Proactive, customer-focused mindset
• Ability to learn firm policies and procedures

Responsibilities

• Cultivate and enhance client relationships through effective communication and by handling requests
• Review and process client information, documentation and money movement transactions
• Onboard and maintain client accounts; respond to account alerts
• Support Financial Advisors with business planning and client service delivery
• Assist in marketing activities and client events; participate in training programs

Skills

Client service skills

Communication

Attention to detail

Team player

Adaptability

Time management

Education

High School Diploma/Equivalency

College degree preferred

Industry experience a plus

Tools

Microsoft Office

Job description

Morgan Stanley seeks a Client Service Associate to support relationship management and daily client operations. The role emphasizes accurate processing of client requests, documentation, and secure digital services access for clients.

You will collaborate with Financial Advisors to deliver high-quality client service and maintain compliance with firm policies. Qualified candidates typically hold a high school diploma, with a college degree preferred and relevant industry experience.